Business tips, working virtually and managing work & life blogs

Exploring the full potential

Building Processes in Real-Time to Support a Growing Tax Team

The Situation: A busy tax team found themselves at a critical juncture—experiencing growth and demand but lacking the administrative infrastructure to support it. Their internal processes were still in flux, and the team was struggling to build workflows while trying to keep up with client needs and deadlines. They needed more than just task support—they needed strategic guidance to build sustainable systems. The Challenge: Without consistent workflows or standardized admin

September 23, 2025

Business

5 AI Prompts Every Trades Business Owner Should Use to Streamline Operations

As a trades business owner, you’re constantly managing multiple tasks, from scheduling and invoicing to client communication and managing job costs. While the hands-on work is vital, there are also behind-the-scenes processes that can benefit from automation and smarter decision-making. That’s where AI can make a big impact.

September 8, 2025

Exploring the full potential

Book Review: Outlive – The Science & Art of Longevity by Peter Attia, MD

Outlive is a dense and deeply informative exploration of how our bodies work, how they break down, and what we can do to give ourselves the best shot at a long, healthy life. Despite the complexity of the science, Dr. Peter Attia has a real gift: he makes the intricate workings of the human body feel understandable and—more importantly—empowering.

The first three-quarters of the book focus on what he calls the “Four Horsemen” of chronic disease:

September 3, 2025

Top 10 Tips

How Permissions and Approval Processes in QuickBooks Online Advanced Simplify Accounts Receivable

In any business, strong accounts receivable (AR) management is key to maintaining healthy cash flow. One of the best ways to improve AR efficiency is by putting clear approval workflows and access controls in place. QuickBooks Online Advanced helps you do this with customizable permissions and approval tools. Here’s how these features strengthen your AR process.

August 25, 2025

e-literacy

Book Review: Factfulness: Ten Reasons We’re Wrong About the World – and Why Things Are Better Than You Think by Hans Rosling

We’re often wrong about our understanding of the current state of the world, and it’s usually because of the way our brains are wired.

This book outlines how our instincts shape our misunderstanding and what we can do to stay curious instead of cynical, breathe a little easier, and think a little more clearly.

August 21, 2025

Streamlining Your Cash Flow

Efficient Accounts Receivable Management with QuickBooks Online Advanced: Streamlining Your Cash Flow

In any business, ensuring steady cash flow is essential to maintaining operations, paying bills, and supporting growth. One of the most crucial components of cash flow management is accounts receivable (AR)—the money owed to your business by clients for goods or services provided. Effectively managing AR not only ensures that payments are collected on time but also boosts profitability and strengthens relationships with clients.

August 18, 2025

Exploring the full potential

5 Steps for Tackling Accounts Receivable That Has Gotten Out of Control ✅

Managing your accounts receivable is essential, but sometimes things get out of control. Whether it’s miscommunication, financial struggles from clients, or simply a lack of follow-up, it’s important to take a structured and professional approach to handle this situation. Here are 5 top tips to help manage the situation.

August 12, 2025